Willow Financial LLC

Willow Financial LLC (CRD# 325785) is a financial advisory firm headquartered in Rogers, AR. They manage $81,550,099 in 226 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2860 West Walnut Street, Suite 100, Rogers, AR 72756
http://www.willowfinancialnwa.com/
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $360,841
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, OK, TN, TX

Financial Advisors at Willow Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip Kapler, financial advisor Rogers AR
Philip A. Kapler
CRD#: 6429605
2860 West Walnut Street, Suite 100, Rogers, AR 72756

Philip Kapler (CRD# 6429605) is an Investment Advisor Representative working at Willow Financial LLC in Rogers, AR and has over 9 years of experience in the finance industry.

2
Steven Schmitt, financial advisor Rogers AR
Steven M. Schmitt
CRD#: 5450875
2860 West Walnut Street, Suite 100, Rogers, AR 72756

Steven Schmitt (CRD# 5450875) is an Investment Advisor Representative working at Willow Financial LLC in Rogers, AR and has over 16 years of experience in the finance industry.

3
Madison Derden, financial advisor Rogers AR
Madison E. Derden
CRD#: 6968144
2860 West Walnut Street, Suite 100, Rogers, AR 72756

Madison Derden (CRD# 6968144) is an Investment Advisor Representative working at Willow Financial LLC in Rogers, AR and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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